LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$341K
3
+$244K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$147K

Top Sells

1
+$2.15M
2
+$2.04M
3
+$331K
4
HSBC icon
HSBC
HSBC
+$259K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$210K

Sector Composition

1 Communication Services 0.9%
2 Materials 0.83%
3 Consumer Staples 0.83%
4 Technology 0.64%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$72K 0.04%
1,860
-27
52
$71K 0.04%
508
53
$69K 0.04%
300
54
$68K 0.04%
499
-47
55
$68K 0.04%
1,190
-200
56
$66K 0.04%
882
-65
57
$63K 0.04%
1,400
+472
58
$62K 0.04%
594
59
$58K 0.04%
3,065
60
$58K 0.04%
588
61
$57K 0.03%
1,377
+2
62
$57K 0.03%
5,294
63
$55K 0.03%
282
64
$55K 0.03%
312
65
$54K 0.03%
4,342
+1,957
66
$51K 0.03%
1,269
67
$50K 0.03%
+2,361
68
$50K 0.03%
+2,036
69
$50K 0.03%
699
70
$50K 0.03%
334
71
$47K 0.03%
1,002
72
$45K 0.03%
800
73
$44K 0.03%
491
74
$42K 0.03%
2,892
75
$41K 0.03%
1,332
-342
1 2
3
4 5